AI Insight will begin offering liquid alternative research reports in 2018, enabling advisors to compare the details and financial performance of alternative investment mutual funds.
Given the growing popularity of liquid alternatives and need for research around this asset class, the reports are designed to provide financial professionals with the information they need to understand the complexities of these investments, while making it easy for them to document for regulatory compliance.
AI Insight also announced the release of a whitepaper, Understanding the Complexities of Liquid Alternatives, which provides detailed information around liquid alternatives, including regulators' guidance and definition of liquid alternatives; different types of funds; supervision; and training and documentation recommendations.
In addition, AI Insight has hired Lucas Johnson, CFA, to help lead the initiative. Johnson was formerly a due diligence analyst with National Planning Holdings, Inc., where he specialized in due diligence reviews of liquid alternatives and other alternative investments.
To download the Understanding the Complexities of Liquid Alternatives whitepaper, click here.
